See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,249 | $159,901-37.3% | $146,958-31.8% | $145,922-31.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.16% | 98.13%-77.0pp | 418.34%-397.2pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,884 | $5,286-64.4% | $4,933-61.8% | $4,660-59.6% |
| Participant deferral / active EE | $1,942 | $8,428-77.0% | $8,070-75.9% | $6,688-71.0% |
| Admin fee / account holder | $18,583 | $15,044+23.5% | $12,998+43.0% | $13,397+38.7% |